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Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+508.5%
AUM
$63.6B
AUM Growth
-$1.51B
Cap. Flow
+$1.11B
Cap. Flow %
1.75%
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$324M
2
LLY icon
Eli Lilly
LLY
+$276M
3
MCD icon
McDonald's
MCD
+$240M
4
XPO icon
XPO
XPO
+$233M
5
MSFT icon
Microsoft
MSFT
+$225M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$439M
2
UNH icon
UnitedHealth
UNH
+$373M
3
BSX icon
Boston Scientific
BSX
+$308M
4
SPGI icon
S&P Global
SPGI
+$266M
5
MA icon
Mastercard
MA
+$256M

Sector Composition

Rank Sector Weight
1 Technology 26.42%
2 Industrials 11.63%
3 Financials 11.59%
4 Communication Services 9.82%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BALL icon
1176
Ball Corp
BALL
$17B
$426K ﹤0.01%
7,197
+3,121
+77% +$190K
TROW icon
1177
T. Rowe Price
TROW
$25B
$423K ﹤0.01%
4,687
-376
-7% -$36.4K
SLRC icon
1178
SLR Investment Corp
SLRC
$706M
$421K ﹤0.01%
+29,396
New +$436K
CNI icon
1179
Canadian National Railway
CNI
$78.3B
$420K ﹤0.01%
4,095
-2,578
-39% -$266K
CHE icon
1180
Chemed
CHE
$6.78B
$419K ﹤0.01%
1,109
+231
+26% +$98.9K
WY icon
1181
Weyerhaeuser
WY
$17.3B
$419K ﹤0.01%
17,128
+9,929
+138% +$250K
MKC icon
1182
McCormick & Company Non-Voting
MKC
$13.4B
$418K ﹤0.01%
8,297
-1,436
-15% -$91.5K
BRSL
1183
Brightstar Lottery PLC
BRSL
$1.91B
$417K ﹤0.01%
32,711
+31,871
+3,794% +$439K
LULU icon
1184
lululemon athletica
LULU
$13B
$414K ﹤0.01%
2,701
-272
-9% -$48.8K
TTE icon
1185
TotalEnergies
TTE
$193B
$413K ﹤0.01%
4,533
-421
-8% -$32.2K
SNY icon
1186
Sanofi
SNY
$104B
$411K ﹤0.01%
8,530
-486
-5% -$22.7K
TWLO icon
1187
Twilio
TWLO
$29.1B
$408K ﹤0.01%
3,251
+263
+9% +$32.4K
MINT icon
1188
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$406K ﹤0.01%
+4,035
New +$406K
MORN icon
1189
Morningstar
MORN
$6.56B
$405K ﹤0.01%
2,394
-4,027
-63% -$748K
JPST icon
1190
JPMorgan Ultra-Short Income ETF
JPST
$40B
$404K ﹤0.01%
+7,982
New +$404K
WWD icon
1191
Woodward
WWD
$25B
$399K ﹤0.01%
1,116
+34
+3% +$12.2K
LSTR icon
1192
Landstar System
LSTR
$6.8B
$398K ﹤0.01%
2,481
+34
+1% +$5.22K
INDA icon
1193
iShares MSCI India ETF
INDA
$6.71B
$396K ﹤0.01%
8,457
-872,613
-99% -$44.7M
OLED icon
1194
Universal Display
OLED
$3.71B
$396K ﹤0.01%
4,323
+1,014
+31% +$112K
NWSA icon
1195
News Corp Class A
NWSA
$14.5B
$394K ﹤0.01%
15,799
-1,458
-8% -$36.2K
BPOP icon
1196
Popular Inc
BPOP
$11B
$392K ﹤0.01%
2,925
-162
-5% -$21.7K
BUD icon
1197
AB InBev
BUD
$158B
$389K ﹤0.01%
5,616
+3,326
+145% +$240K
PBR.A icon
1198
Petrobras Class A
PBR.A
$107B
$389K ﹤0.01%
20,762
– –
BOND icon
1199
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$388K ﹤0.01%
+4,200
New +$392K
FBND icon
1200
Fidelity Total Bond ETF
FBND
$26.9B
$386K ﹤0.01%
+8,465
New +$390K
46 47
48
49 50

Similar funds

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Mitsubishi UFJ Financial Group
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Bessemer Group's Q1 2026 Portfolio in Review

As of Q1 2026, Bessemer Group held 2,755 positions worth $63.6B, down 2.3% from $65.1B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Bessemer Group's Q1 2026 filing shows 161 new, 1,185 increased, 715 reduced and 223 closed positions. Its largest new stake was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M. The largest sale was Danaher, an estimated $439M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q1 2026 buy was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M.
  • Bessemer Group added most to Berkshire Hathaway Class B in Q1 2026, an estimated $324M increase.
  • Bessemer Group's biggest Q1 2026 reduction was Danaher, cutting an estimated $439M.
  • Bessemer Group fully exited Light & Wonder in Q1 2026, selling an estimated $118M.
  • Bessemer Group's ten largest holdings make up 33% of its $63.6B portfolio in Q1 2026.
  • Bessemer Group opened 161 new positions and closed 223 in Q1 2026.
  • Bessemer Group's portfolio value fell 2.3% quarter-over-quarter to $63.6B.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.